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Fortune Financial Advisors’s Union Pacific UNP Stock Holding History

Fortune Financial Advisors’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.76M Buy
6,463
+1,337
+26% +$351K 0.75% 40
2026
Q1 		$1.24M Buy
5,126
+1,744
+52% +$427K 0.63% 43
2025
Q4 		$782K Buy
3,382
+172
+5% +$39.3K 0.53% 51
2025
Q3 		$759K Buy
3,210
+26
+0.8% +$5.86K 0.57% 50
2025
Q2 		$733K Buy
3,184
+26
+0.8% +$5.77K 0.59% 51
2025
Q1 		$746K Buy
3,158
+2
+0.1% +$481 0.64% 48
2024
Q4 		$720K Sell
3,156
-1
-0% -$237 0.65% 48
2024
Q3 		$778K Sell
3,157
-1,989
-39% -$482K 0.7% 44
2024
Q2 		$1.16M Buy
5,146
+5
+0.1% +$1.17K 0.71% 48
2024
Q1 		$1.26M Buy
5,141
+1,999
+64% +$492K 0.8% 36
2023
Q4 		$772K Buy
3,142
+104
+3% +$22.9K 0.54% 57
2023
Q3 		$619K Sell
3,038
-2
-0.1% -$436 0.47% 60
2023
Q2 		$622K Buy
+3,040
New +$604K 0.47% 60

Other funds holding UNP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Fortune Financial Advisors's UNP Position: Q2 2026 in Review

Fortune Financial Advisors increased its Union Pacific (UNP) stake by 26% in Q2 2026, buying an estimated $351K and bringing the position to 6,463 shares worth $1.76M. The position accounts for 0.75% of the portfolio, ranked #40.

Fortune Financial Advisors first reported a position in UNP in Q2 2023 and has held it in 13 quarters since. 1,352 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Fortune Financial Advisors held 6,463 shares of Union Pacific worth $1.76M as of Q2 2026.
  • Fortune Financial Advisors bought 1,337 Union Pacific shares in Q2 2026, an estimated $351K.
  • Union Pacific made up 0.75% of Fortune Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Fortune Financial Advisors first reported a position in Union Pacific in Q2 2023 and has held it in 13 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.